
AMD Helios: 72-GPU Rack for AI at Scale
AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.

Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.

NVIDIA Ising is the first open AI model family for quantum computing - a 35B VLM for processor calibration and CNN decoders for real-time error correction, already deployed at 20+ research institutions.

Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.

Analyst Ming-Chi Kuo claims OpenAI is building a smartphone with Qualcomm and MediaTek where AI agents replace traditional apps, targeting 2028 mass production.

Google's Virgo Network connects 134K TPU chips at 47 petabits per second using a flat two-layer topology that removes the bandwidth degradation cluster operators have engineered around for years.

Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.

TSMC posted $35.9B in Q1 2026 revenue, a 40.6% year-over-year jump, with AI and HPC now accounting for 61% of wafer sales - and CoWoS packaging still fully booked.

Complete buying guide for AI home workstations in 2026 - pre-built machines and DIY builds for running local LLMs from 3B to 70B+ models, with benchmarks, part lists, and price-tier comparisons.

Two researchers fused all 24 layers of Qwen 3.5-0.8B into a single CUDA kernel launch, making a five-year-old RTX 3090 deliver 1.8x the throughput of an M5 Max at equal or better efficiency. The gap was software, not silicon.

The AMD Instinct MI430X is AMD's CDNA 5 HPC accelerator with 432GB HBM4, full FP64 support, and 19.6 TB/s bandwidth - designed for sovereign AI and scientific supercomputing alongside the MI455X AI GPU.

The Positron Atlas is an 8-card FPGA inference server delivering 4.5x better performance per watt than the NVIDIA DGX H200 at 2000W in a single 1U chassis.